Crumly & Associates Inc. Portfolio Holdings

Crumly & Associates Inc.

  • $318 Million
  • Q3 2024

Crumly & Associates Inc. has filed its 13F form on November 01, 2024 for Q3 2024 where it was disclosed a total value porftolio of $318 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Trust Rising Dividend Ac with a value of $18.5M, ETF Ser Solution Distillate Us with a value of $17.2M, Ishares Currency Hedged Msci E with a value of $15.3M, Ishares Core Dividend Growth E with a value of $15.2M, and Vanguard Russell 1000 Growth E with a value of $14M.

Examining the 13F form we can see an increase of $443K in the current position value, from $317M to 318M.

Below you can find more details about Crumly & Associates Inc. portfolio as well as his latest detailed transactions.

Portfolio value $318 Million
ETFs: $267 Million
Technology: $16.3 Million
Financial Services: $7.87 Million
Consumer Cyclical: $5.46 Million
Healthcare: $4.16 Million
Communication Services: $3.98 Million
Industrials: $3.52 Million
Energy: $3.1 Million
Other: $6.66 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.67T
$4.56 Million 1.44% of portfolio
19,594
Q3 2024 Added 4.4%
$3.11T
$1.99 Million 0.63% of portfolio
4,624
Q3 2024 Added 13.84%
$67B
$1.9 Million 0.6% of portfolio
11,038
Q3 2024 Added 906.2%
$388B
$1.47 Million 0.46% of portfolio
2,072
Q3 2024 Reduced 0.43%
$2.08T
$1.44 Million 0.45% of portfolio
7,733
Q3 2024 Added 6.03%
$713B
$1.26 Million 0.39% of portfolio
5,956
Q3 2024 Added 2.25%
$366B
$1.25 Million 0.39% of portfolio
10,319
Q3 2024 Added 162.5%
$235B
$1.17 Million 0.37% of portfolio
14,461
Q3 2024 Reduced 0.68%
$86.8B
$1.15 Million 0.36% of portfolio
7,554
Q3 2024 Reduced 1.0%
$106B
$1.14 Million 0.36% of portfolio
9,023
Q3 2024 Reduced 1.18%
$984B
$1.02 Million 0.32% of portfolio
5,858
Q3 2024 Added 7.68%
$5.9B
$1 Million 0.32% of portfolio
78,504
Q3 2024 Added 10.32%
$1.06T
$974,000 0.31% of portfolio
5,874
Q3 2024 Added 4.32%
$245B
$941,000 0.3% of portfolio
8,290
Q3 2024 Added 8.71%
$155B
$787,000 0.25% of portfolio
829
Q3 2024 Reduced 2.13%
$14.7B
$793,000 0.25% of portfolio
9,581
Q3 2024 Reduced 19.43%
$1.09T
$764,000 0.24% of portfolio
2,923
Q3 2024 New
$51B
$735,000 0.23% of portfolio
2,274
Q3 2024 Reduced 0.96%
$290B
$706,000 0.22% of portfolio
3,426
Q3 2024 Reduced 3.63%
$173B
$688,000 0.22% of portfolio
10,034
Q3 2024 Reduced 23.72%
$0
$661,000 0.21% of portfolio
39,750
Q4 2022 Reduced 58.28%
$75.9B
$659,000 0.21% of portfolio
2,350
Q3 2024 Added 155.71%
$15.1B
$653,000 0.21% of portfolio
18,860
Q3 2024 Reduced 2.35%
$87.3B
$647,000 0.2% of portfolio
837
Q3 2024 Added 2.32%
$61.1B
$636,000 0.2% of portfolio
15,174
Q3 2024 Reduced 2.36%
$18.9B
$594,000 0.19% of portfolio
8,757
Q3 2024 Added 1.54%
$186B
$600,000 0.19% of portfolio
14,384
Q3 2024 Reduced 6.13%
$5.85B
$596,000 0.19% of portfolio
1,557
Q3 2024 Reduced 1.02%
$76.2B
$593,000 0.19% of portfolio
8,223
Q3 2024 Added 1.49%
$510B
$597,000 0.19% of portfolio
2,172
Q3 2024 Added 5.28%
$146B
$610,000 0.19% of portfolio
9,425
Q3 2024 Added 2.5%
$37.5B
$591,000 0.19% of portfolio
16,866
Q3 2024 Added 14.81%
$323B
$614,000 0.19% of portfolio
2,244
Q3 2024 Added 0.45%
$63.1B
$613,000 0.19% of portfolio
12,282
Q3 2024 Reduced 0.29%
$213B
$613,000 0.19% of portfolio
2,262
Q3 2024 Added 2.49%
$372B
$595,000 0.19% of portfolio
15,001
Q3 2024 Reduced 33.52%
$185B
$583,000 0.18% of portfolio
3,432
Q3 2024 Added 121.71%
$79.5B
$584,000 0.18% of portfolio
4,669
Q3 2024 Reduced 2.73%
$312B
$545,000 0.17% of portfolio
3,704
Q3 2024 Added 2.83%
$57.7B
$546,000 0.17% of portfolio
2,274
Q3 2024 Added 2.02%
$82.8B
$556,000 0.17% of portfolio
3,012
Q3 2024 Reduced 0.33%
$113B
$552,000 0.17% of portfolio
6,136
Q3 2024 Reduced 1.84%
$79.2B
$521,000 0.16% of portfolio
4,242
Q3 2024 Reduced 1.78%
$65.9B
$506,000 0.16% of portfolio
6,142
Q3 2024 Reduced 14.43%
$52.5B
$497,000 0.16% of portfolio
3,919
Q3 2024 Added 1.48%
$198B
$517,000 0.16% of portfolio
6,644
Q3 2024 Added 2.2%
$68.8B
$462,000 0.15% of portfolio
15,898
Q3 2024 Added 3.07%
$12.8B
$491,000 0.15% of portfolio
1,684
Q3 2024 New
$16B
$490,000 0.15% of portfolio
2,222
Q3 2024 Added 0.05%

Summary

  • Portfolio
  • No. of Stocks 148
  • Current Value $318 Million
  • Prior Value $317 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 01, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 68 stocks
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